Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BASIL CASTROVINCI ASSOCIATES INC1+ years Service code 14 · EIN 13-2831500 36 HOPATCHUNG ROAD · HOPATCONG, NJ 07843 | Plan Administrator | $132,612 |
RBC GLOBAL ASSET MANAGEMENT1+ years Filed as: RBC GLOBAL ASSET MANAGEMENT INC Service code 51 · EIN 41-1416330 100 S FIFTH ST · MINNEAPOLIS, MN 55402 | Investment Mgmt Fees | $82,247 |
BMO HARRIS BANK NA1+ years Filed as: BMO GLOBAL ASSET MANAGEMENT Service code 51 · EIN 36-3673844 115 S LASALLE 11TH · CHICAGO, IL 60603 | Investment Mgmt Fees | $53,191 |
Filed as: DAVID A GERSON CPA & ASSOC PC Service code 10 · EIN 22-3163246 201 W PASSAIC ST · ROCHELLE PARK, NJ 07662 | Accounting | $47,794 |
Filed as: KARPUS INVESTMENT MANAGEMENT Service code 51 · EIN 16-1290558 183 SULLYS TRAIL · PITTSFORD, NY 14534 | Investment Mgmt Fees | $44,390 |
BASIL CASTROVINCI ASSOCIATES INC1+ years Filed as: BASIL CASTROVINCI ASSOCIATES Service code 11 · EIN 13-2831500 36 HOPATCHUNG ROAD · HOPATCONG, NJ 07843 | Actuarial | $40,518 |
AMALGAMATED BANK1+ years Service code 51 · EIN 13-4920330 275 SEVENTH AVENUE · NEW YORK, NY 10001 | Investment Mgmt Fees | $29,300 |
AMERICAN FUNDS1+ years Filed as: CRESCENT CAPITAL Service code 51 · EIN 45-5287411 11100 SANTA MONICA BLVD STE 20000 · LOS ANGELES, CA 90025 | Investment Mgmt Fees | $25,266 |
UNION INSURANCE GROUP1+ years Filed as: UNION INS Service code 23 · EIN 36-4226088 2125 W ROSCOE STREET · CHICAGO, IL 60618 | Insurance services | $21,582 |
TIMOTHY R HOTT PC1+ years Service code 29 · EIN 22-3724341 100 CHALLENGER ROAD · RIDGEFIELD PARK, NJ 07760 | Legal | $19,800 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | 2.00% | 0.68%+1.3pp | -1.61%+3.6pp | -0.60%+2.6pp |
| Employer contribution / active EE | $10,987 | $10,568+4.0% | $30,840-64.4% | $12,272-10.5% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |